An interesting quirk of the way you have sync running, and probably the way Google has set up hangouts, is that hangout chats in Gmail's web interface end up as emails in Pipedrive.
It would be nice to be able to turn that off.
Hi @Ellias Appel I haven't seen/heard this before. Could you please make some recording of what is happening so I can pass it on to our team for them to take a look?
Hi @Ellias Appel
A possible solution is to only sync certain labels.
Tools and apps -> email sync -> Only emails with certain labels will be synced with Pipedrive
Bert Calatz said:Hi @Ellias Appel A possible solution is to only sync certain labels.Tools and apps -> email sync -> Only emails with certain labels will be synced with Pipedrive
This is in fact what I have done overall in order to only get the emails you want into Pipedrive (essentially the stuff in the primary and updates categories - see my other post here).
However, this doesn't address the issue I've raised here where, for some reason, hangouts chats are ending up as emails
Mike van der Valk said:Hi @Ellias Appel I haven't seen/heard this before. Could you please make some recording of what is happening so I can pass it on to our team for them to take a look?
Hey @Mike van der Valk I can't see how to DM on here, so feel free to reach out to me directly and I'll send you a screenshot to explain.
Hi @Ellias Appel feel free to email me at [email protected] (direct messaging should hopefully come later this year on the platform)
However, for the quickest and best help I can best forward you to our support team via the in-app chat or [email protected]
They will be able to help you much better and quicker then I ever will
Okay @Ellias Appel
I can tell you how I solved it. And maybe it works for you as well.
My mail exchange always starts from pipedrive. Never from G-mail. Received e-mails in G-mail that are needed in pipedrive but do not (yet) automatically end up, I forward using the pipedrive add-on for G-mail. From pipedrive I shared one specific folder with G-mail. That's it. Problem solved (for me).
I can see how that would work, but imho it's a less than ideal approach for a number of reasons, including:
Gmail has world class antivirus checking
Gmail has amazing spam filters
Gmail has brilliant auto categorising
For an email account which is very public facing (ie, used for site registrations, etc) your solution would likely end up with a lot of chaff. But for one which is more obfuscated, I see no issues.
I've set up filters that autotag in gmail, which solved the issue for me, but I had to do this, because I couldn't select to sync categories.